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Oaktree Specialty Lending Corp shares owned by Trinity Financial Advisors

Quarter-by-quarter ownership of Oaktree Specialty Lending Corp (OCSL) shares owned by Trinity Financial Advisors from 13F filings

Historical chart of Trinity Financial Advisors investment in Oaktree Specialty Lending Corp

Tip: Access up to 7 years of quarterly data

All positions including Oaktree Specialty Lending Corp held by Trinity Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Oaktree Specialty Lending Corp by Trinity Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.8M 449k 19.66
2023-12-31 $9.9M 485k 20.42
2023-09-30 $4.7M 235k 20.12

More positions owned by Trinity Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Owl Rock Capital Corporation (OBDC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Oaktree Specialty Lending Corp (OCSL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)

View all positions for Trinity Financial Advisors

Top funds holding Oaktree Specialty Lending Corp

Van Eck Associates Corp.
J. V. Bruni And Company
CLARET ASSET MANAGEMENT Corp
Ares Management
LSV Asset Management
Private Management Group
Greenwich Investment Management
Punch & Associates Investment Management
Cyrill Wipfli
Two Sigma Investments
Lindbrook Capital
Melia Wealth
Legal & General Group
Two Sigma Advisers
Gail Mannix

View all funds holding Oaktree Specialty Lending Corp